A Digital Solution for Insurance
Agent Licensing Compliance Management
As the insurance industry undergoes a transformation emphasizing digital product distribution and automated
underwriting, the paper-based process of agent licensing and appointment tracking can also be transformed.
Agent on boarding, appointment tracking, license validation, lines of authority and E&O coverage verification are time consuming, paper laden processes.
With ACCLAIM you can automate the process & maintain a completely digital platform for insurance agent licensing, appointments and continuing education.
Take the Paperwork out of Insurance
Agent Appointment and License Tracking
STREAMLINE YOUR PROCESS
WITH ACCLAIM
ADDRESSES THE CHALLENGES OF AGENT CONTRACTING & APPOINTMENTS
• Agent onboarding
• License tracking
• Compliance
SECURE MAINTAINENCE
• Easy to navigate user dashboard
• Agent appointments
• Licensing records and important documents
(W-9, E&O) securely housed
TOOLS & ALERTS TO MEET COMPLIANCE REQUIREMENTS
• Agent portal
• License expiration alerts
• Self-service renewals
• Automated agent appointment forms completion
• Extensive search and reporting capability
THIRD PARTY INTEGRATION
• Digital capability to enable transmission of agent information to authorized third parties
(such as background and OFAC screenings)
• Functionality to accept third party data feeds
to update agent records
• NIPR integration
AGENT ONBOARDING PROCESS
